| PEG |
Report |
Q2 non-GAAP operating EPS |
IN-LINE |
pred ~$0.80 vs. cons $0.79 |
MEDIUM |
| PEG |
Report |
Q2 total revenue |
IN-LINE |
pred ~$2.70B vs. cons $2.66B |
LOW |
| PEG |
Report |
PSE&G regulated net income |
IN-LINE |
pred ~$340M vs. cons ~$335M |
LOW |
| PEG |
Guide |
FY2026 operating EPS guidance |
UNCHANGED |
guide $4.28-$4.40 (mid $4.34) vs. cons $4.36 (FY2026) |
MEDIUM |
| PEG |
Guide |
Long-term operating EPS CAGR |
UNCHANGED |
guide 6-8% vs. cons ~7% (through 2030) |
HIGH |
| PEG |
Guide |
5-yr regulated capex plan |
UNCHANGED |
guide $22.5-25.5B vs. cons ~$24B (2026-2030) |
MEDIUM |
| PEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| PEG |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Decoupled, ~90% regulated model means the seasonally-small Q2 print is low-drama; an in-line EPS with FY guidance merely reaffirmed (no top-half narrowing) gives little upward-revision fuel, but out-period math is intact (6-8% CAGR, $22.5-25.5B capex) so estimates hold rather than get cut. Stock already sold off ~8% into the print and underperformed XLU, so expectations are reset — a modest relief that stabilizes rather than a follow-through rally; the swing risk is NJ EO1/BPU business-model and PJM RBA cost-allocation commentary. |
LOW |